| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,695 | $102,048.75 | $165,130.8 | $63,082.05 | 61.82% |
Daniel L. Lippincott Karpus Management Inc. | 2.98M | $31.85M | $47.31M | $15.46M | 48.56% |
Bulldog Investors Bulldog Investors LLP | 1.17M | $14.31M | $18.6M | $4.28M | 29.92% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 283,289 | $3.77M | $4.42M | $648,786.14 | 17.22% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,530 | $122,437.8 | $119,501.1 | -$2,936.7 | -2.4% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,150 | $14,846.5 | $16,974 | $2,127.5 | 14.33% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 1.1M | $18.24M | $16.28M | -$1.96M | -10.76% |
Ira Ravitz Beverly Hills Private Wealth LLC | 119,258 | $1.31M | $1.82M | $506,082.53 | 38.52% |
Courtney Holt Compound Planning, Inc. | 44,386 | $680,558.06 | $655,137.36 | -$25,420.7 | -3.74% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 66,653 | $935,077.04 | $983,798.28 | $48,721.24 | 5.21% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 18,472 | $282,267.34 | $272,646.72 | -$9,620.62 | -3.41% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 20,315 | $312,444.93 | $316,710.85 | $4,265.92 | 1.37% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 18,069 | $252,452.39 | $266,698.44 | $14,246.05 | 5.64% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $2,993 | $2,952 | -$41 | -1.37% |
| KSB Kennebec Savings Bank Kennebec Savings Bank | 200 | $3,308 | $2,952 | -$356 | -10.76% |
Elizabeth Arce Sovran Advisors LLC | 13,975 | $179,858.25 | $206,271 | $26,412.75 | 14.69% |
| DN Daniel Newman Noble Wealth Management PBC | 40,378 | $619,710.8 | $595,979.28 | -$23,731.52 | -3.83% |
Ameriflex Group Inc. Ameriflex Group Inc. | 10,200 | $156,248.5 | $161,874 | $5,625.5 | 3.6% |
| LC Leslie Childs MB Levis & Associates LLC | 440 | $7,278 | $6,494.4 | -$783.6 | -10.77% |
Nicole Reese WPG Advisers LLC | 1,406 | $18,040.27 | $20,752.56 | $2,712.29 | 15.03% |